IVC Wealth Advisors
VMBS icon

IVC Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

IVC Wealth Advisors’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$596K Buy
13,421
+279
+2% +$12.8K 0.24% 74
2026
Q2 		$615K Sell
13,142
-345
-3% -$16.1K 0.24% 74
2026
Q1 		$633K Sell
13,487
-3,584
-21% -$169K 0.27% 73
2025
Q4 		$804K Sell
17,071
-1,509
-8% -$71.1K 0.35% 53
2025
Q3 		$873K Sell
18,580
-7,365
-28% -$342K 0.39% 51
2025
Q2 		$1.2M Sell
25,945
-4,971
-16% -$227K 0.59% 37
2025
Q1 		$1.43M Sell
30,916
-280
-0.9% -$12.8K 0.77% 29
2024
Q4 		$1.41M Buy
31,196
+1,131
+4% +$52K 0.79% 29
2024
Q3 		$1.42M Sell
30,065
-8,326
-22% -$388K 0.78% 31
2024
Q2 		$1.74M Buy
38,391
+168
+0.4% +$7.56K 0.97% 20
2024
Q1 		$1.74M Sell
38,223
-15,571
-29% -$710K 1.01% 20
2023
Q4 		$2.49M Buy
53,794
+2,202
+4% +$97.3K 1.55% 10
2023
Q3 		$2.26M Buy
51,592
+6,421
+14% +$289K 1.51% 9
2023
Q2 		$2.08M Buy
45,171
+3,894
+9% +$180K 1.32% 10
2023
Q1 		$1.92M Buy
41,277
+14,783
+56% +$686K 1.36% 12
2022
Q4 		$1.21M Buy
26,494
+45
+0.2% +$2.04K 0.89% 26
2022
Q3 		$1.19M Buy
26,449
+2,601
+11% +$124K 0.96% 22
2022
Q2 		$1.14M Buy
23,848
+16,730
+235% +$806K 0.88% 26
2022
Q1 		$357K Buy
+7,118
New +$365K 0.23% 101

Other funds holding VMBS

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

IVC Wealth Advisors's VMBS Position: Q3 2026 in Review

IVC Wealth Advisors increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 2.1% in Q3 2026, buying an estimated $12.8K and bringing the position to 13,421 shares worth $596K. The position accounts for 0.24% of the portfolio, ranked #74.

IVC Wealth Advisors first reported a position in VMBS in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.49M in Q4 2023. 486 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • IVC Wealth Advisors held 13,421 shares of Vanguard Mortgage-Backed Securities ETF worth $596K as of Q3 2026.
  • IVC Wealth Advisors bought 279 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $12.8K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.24% of IVC Wealth Advisors's portfolio in Q3 2026, its #74 holding.
  • IVC Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2022 and has held it in 19 quarters since.
  • IVC Wealth Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $2.49M in Q4 2023.
  • 486 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.